Beverly Hills Private Wealth’s Linde LIN Stock Holding History

Beverly Hills Private Wealth’s Portfolio LIN Stock Details LIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.09M	Sell	4,211 -423	-9%	-$200K	0.35%	76
2025 Q4	$1.98M	Sell	4,634 -207	-4%	-$88.7K	0.34%	79
2025 Q3	$2.3M	Sell	4,841 -189	-4%	-$89.5K	0.41%	73
2025 Q2	$2.36M	Sell	5,030 -271	-5%	-$124K	0.44%	60
2025 Q1	$2.47M	Sell	5,301 -374	-7%	-$168K	0.49%	54
2024 Q4	$2.38M	Sell	5,675 -118	-2%	-$53.8K	0.48%	55
2024 Q3	$2.76M	Sell	5,793 -1,096	-16%	-$500K	0.56%	45
2024 Q2	$3.02M	Sell	6,889 -730	-10%	-$321K	0.66%	35
2024 Q1	$3.54M	Sell	7,619 -526	-6%	-$228K	0.82%	26
2023 Q4	$3.35M	Sell	8,145 -405	-5%	-$160K	0.87%	23
2023 Q3	$3.18M	Sell	8,550 -8,168	-49%	-$3.11M	0.95%	22
2023 Q2	$6.32M	Buy	16,718 +8,109	+94%	+$2.96M	1.04%	20
2023 Q1	$3.06M	Buy	8,609 +1,722	+25%	+$577K	0.95%	25
2022 Q4	$2.25M	Buy	+6,887	New	+$2.16M	0.98%	29

Other funds holding LIN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return